Minot Wealth Management’s Novartis NVS Stock Holding History

Minot Wealth Management’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,393	Closed	-$277K	–	209
2021 Q3	$277K	Sell	3,393 -183	-5%	-$16.5K	0.06%	166
2021 Q2	$331K	Sell	3,576 -2,895	-45%	-$258K	0.07%	148
2021 Q1	$553K	Sell	6,471 -1,565	-19%	-$140K	0.14%	112
2020 Q4	$759K	Sell	8,036 -729	-8%	-$63.7K	0.23%	92
2020 Q3	$762K	Sell	8,765 -10,035	-53%	-$869K	0.29%	80
2020 Q2	$1.64M	Buy	18,800 +5,375	+40%	+$464K	0.82%	50
2020 Q1	$1.11M	Sell	13,425 -1,292	-9%	-$115K	0.79%	46
2019 Q4	$1.4M	Buy	+14,717	New	+$1.32M	0.64%	51

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Minot Wealth Management's NVS Position: Q4 2021 in Review

Minot Wealth Management sold out of Novartis (NVS) in Q4 2021, closing a stake of 3,393 shares — an estimated $277K sold.

Minot Wealth Management first reported a position in NVS in Q4 2019 and held it in 8 quarters. The position peaked at $1.64M in Q2 2020. 1,146 funds tracked by Wall St. Rank hold NVS as of Q4 2021.

Minot Wealth Management reported no remaining Novartis position as of Q4 2021 after selling out during the quarter.
Minot Wealth Management sold 3,393 Novartis shares in Q4 2021, an estimated $277K.
Minot Wealth Management first reported a position in Novartis in Q4 2019 and held it in 8 quarters.
Minot Wealth Management's Novartis position peaked at $1.64M in Q2 2020.
1,146 funds tracked by Wall St. Rank held Novartis as of Q4 2021.

Based on Minot Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.